Civic Intelligence

John R Shofnitz Charitable Tr

990PF • Fiscal year 2012 • EIN 38-3206767

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile
PO Box 363649501-3636
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

51st percentile

0.8%

Faster asset growth than 51% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,238,925

Up $9,477 (+0.8%) from 2011

Net Assets

$1,238,925

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$94,922

Down $6,950 (-6.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,242,994Liabilities 2010: $0Net Assets 2010: $1,242,9942010Assets 2011: $1,229,448Liabilities 2011: $12011Assets 2012: $1,238,925Liabilities 2012: $0Net Assets 2012: $1,238,9252012Assets 2013: $1,334,490Liabilities 2013: $1Net Assets 2013: $1,334,4902013Assets 2014: $1,500,403Liabilities 2014: $1Net Assets 2014: $1,500,4032014Assets 2015: $1,426,594Liabilities 2015: $1Net Assets 2015: $1,426,5942015Assets 2016: $1,418,013Liabilities 2016: $0Net Assets 2016: $1,418,0132016Assets 2017: $1,403,104Liabilities 2017: $0Net Assets 2017: $1,403,1042017Assets 2018: $1,398,198Liabilities 2018: $0Net Assets 2018: $1,398,1982018Assets 2019: $1,519,949Liabilities 2019: $1Net Assets 2019: $1,519,9492019Assets 2020: $1,481,878Liabilities 2020: $1Net Assets 2020: $1,481,8782020Assets 2021: $1,522,546Liabilities 2021: $1Net Assets 2021: $1,522,5462021Assets 2022: $1,456,625Liabilities 2022: $1Net Assets 2022: $1,456,6252022Assets 2023: $1,444,784Liabilities 2023: $1Net Assets 2023: $1,444,7842023Assets 2024: $1,517,175Liabilities 2024: $0Net Assets 2024: $1,517,1752024

Highlighted filing

2012

Assets$1,238,925
Liabilities$0
Net Assets$1,238,925
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $91,6002010Revenue 2011: $88,326Expenses 2011: $101,872Net Income 2011: -$13,5462011Expenses 2012: $94,9222012Revenue 2013: $198,520Expenses 2013: $103,032Net Income 2013: $95,4882013Revenue 2014: $277,990Expenses 2014: $112,077Net Income 2014: $165,9132014Revenue 2015: $42,160Expenses 2015: $115,969Net Income 2015: -$73,8092015Revenue 2016: $78,735Expenses 2016: $87,316Net Income 2016: -$8,5812016Revenue 2017: $75,373Expenses 2017: $90,286Net Income 2017: -$14,9132017Revenue 2018: $83,974Expenses 2018: $88,877Net Income 2018: -$4,9032018Revenue 2019: $210,380Expenses 2019: $88,634Net Income 2019: $121,7462019Revenue 2020: $70,073Expenses 2020: $107,487Net Income 2020: -$37,4142020Revenue 2021: $156,910Expenses 2021: $116,530Net Income 2021: $40,3802021Revenue 2022: $52,297Expenses 2022: $127,014Net Income 2022: -$74,7172022Revenue 2023: $91,728Expenses 2023: $103,337Net Income 2023: -$11,6092023Revenue 2024: $177,909Expenses 2024: $105,636Net Income 2024: $72,2732024

Highlighted filing

2012

Revenue-
Expenses$94,922
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCORUNNA PUBLIC SCHOOLSGENERAL OPERATING SUPPORT501(C)(3)CORUNNA, MI, US$14,510
Paid GrantMISSIONARIES OF CHARITYGENERAL OPERATING SUPPORT501(C)(3)BRONX, NY, US$10,883
Paid GrantSHRINERS HOSPITALS FOR CHILDRENGENERAL OPERATING SUPPORT501(C)(3)TAMPA, FL, US$10,883
Paid GrantJUDDVILLE UNITED METHODIST CHGENERAL OPERATING SUPPORT501(C)(3)NEW LOTHROP, MI, US$10,883
Paid GrantMESSIAH LUTHERAN CHURCHGENERAL OPERATING SUPPORT501(C)(3)ROSCOMMON, MI, US$10,883
Paid GrantTHE SALVATION ARMYGENERAL OPERATING SUPPORT501(C)(3)SOUTHFIELD, MI, US$7,255
Paid GrantMEMORIAL HEALTHCARE FOUNDATIONGENERAL OPERATING SUPPORT501(C)(3)OWOSSO, MI, US$7,255
Filing and Contact Details

Filer

EIN
38-3206767
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58SANOFI
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61SEAGATE TECH PLC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63UBS AG NEW
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66ALLSTATE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72DISNEY WALT
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80HESS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82ISHARES S AND P MIDCAP 400 VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83ISHARES S AND P SMALL 600 VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84ISHARES S AND P SM CAP 600 GRW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87KROGER
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89MARATHON PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91PETSMART
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93RYDER SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96VALERO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97VANGUARD GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100WILLIAMS COS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue096687
InvestmentsOtherSchedule2/InvestmentsOther/BookValue149953
InvestmentsOtherSchedule2/InvestmentsOther/BookValue260378
InvestmentsOtherSchedule2/InvestmentsOther/BookValue325707
InvestmentsOtherSchedule2/InvestmentsOther/BookValue462117
InvestmentsOtherSchedule2/InvestmentsOther/BookValue531969
InvestmentsOtherSchedule2/InvestmentsOther/BookValue620000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue762455
InvestmentsOtherSchedule2/InvestmentsOther/BookValue821934
InvestmentsOtherSchedule2/InvestmentsOther/BookValue938599
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1040000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1120295
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1219404
InvestmentsOtherSchedule2/InvestmentsOther/BookValue131536
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0PIMCO TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1ISHARES BARCLAYS TIPS BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2PIMCO ALL ASSET FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4PIMCO LOW DURATION FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5EATON VANCE FLTG RATE FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6OPPENHEIMER INTL BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7ISHARES BARCLAYS 20 TSY BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8ISHARES S AND P PFD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9TOUCHSTONE HIGH INV TR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10MAINSTAY FDS TR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11SPDR GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12SPDR INTL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13SIMON PPTY GROUP
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0106655
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV160705
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV271505
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV352640
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV462682
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV532151
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV620184
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV760590
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV821791
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV945256
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1041036
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1120253
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1220675
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV131581
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome040207
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome064190
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome02
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0104399
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0104399
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0660
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm064190
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps072552
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss072552
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm040207
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss040207
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses09477
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0480653
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss064190
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome083530
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm019996
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,238,925
Liabilities
$0
Net assets
$1,238,925
Revenue
-
Expenses
$94,922
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.18$0.11$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.09$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.05$0.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.16$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.21$0.09$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.09$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.08$0.09$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.04$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.28$0.11$0.17
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.20$0.10$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.09$0.10$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09